Is there a way to find out which employee created an invoice or an adjustment note in Reckon?

Options
Alyssha Thompson
Alyssha Thompson Member Posts: 7 ✭
edited June 2019 in Accounts Hosted

Comments

  • L Childs
    L Childs Member Posts: 21 ✭
    edited July 2018
    Options
    If each user has there own log in you can run an Audit Report which should show you what you need.
  • Alyssha Thompson
    Alyssha Thompson Member Posts: 7 ✭
    edited April 2016
    Options
    Thank you.
  • James Voss
    James Voss Member Posts: 1 ✭
    edited March 2017
    Options
    Highlight the invoice or adjustment note > Ctrl Y > Modify Report > check mark the 'entered/last modified' and the 'last modified by' > OK. This will tell you who last did anything to that document according to their login name.
  • Farmhand
    Farmhand Member Posts: 4 ✭
    edited March 2017
    Options
    Brilliant, exactly & succinctly what I needed. Thanks James.

  • Shirley Ingle
    Shirley Ingle Accredited Partner Posts: 138 Accredited Partner Accredited Partner
    edited March 2017
    Options
    Hi All  Instead of going through highlighting etc, why not set up a field in the invoice and have the employee creating the invoice, enter their initials in the field. Only need to call up the invoice and straight away you have the answer. Can set up the field under Rep.

Categories